Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FRWD 6.82%
2 QQQA 5.91%
3 EGGQ 5.86%
4 EGGY 5.80%
5 WLDR 5.36%
6 QQJG 5.28%
7 FCLD 5.09%
8 TCAI 4.97%
9 ACEP 4.74%
10 QQQG 4.63%
11 IDAT 3.82%
12 UTRN 3.66%
13 PTF 3.64%
14 NEWZ 3.54%
15 FCUS 3.51%
16 DVY 3.41%
17 RNDV 3.35%
18 RULE 3.33%
19 QQQJ 3.27%
20 QTEC 3.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.12M (12.94%) -20.86K
Decreased by -0.07%
Dec 31, 25
2 JPMorgan Chase & Co 27.87M (12.82%) 9.18M
Increased by +32.93%
Sep 30, 25
3 Sanders Capital, LLC 17.18M (7.91%) -360.37K
Decreased by -2.10%
Dec 31, 25
4 BlackRock Inc 14.40M (6.62%) 496.56K
Increased by +3.45%
Sep 30, 25
5 State Street Corp 9.28M (4.27%) 274.91K
Increased by +2.96%
Sep 30, 25
6 Franklin Resources Inc 8.07M (3.71%) -219.16K
Decreased by -2.72%
Sep 30, 25
7 State Street Corporation 7.85M (3.61%) -1.72M
Decreased by -21.87%
Mar 31, 24
8 Valueact Holdings, L.p. 7.69M (3.54%) -5.75M
Decreased by -74.80%
Sep 30, 23
9 Bank of America Corp 7.59M (3.49%) 985.34K
Increased by +12.98%
Sep 30, 25
10 Capital Research Global Investors 6.19M (2.85%) -1.10M
Decreased by -17.83%
Sep 30, 25
11 WCM Investment Management 5.15M (2.37%) -28.08K
Decreased by -0.54%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 5.06M (2.33%) -429.11K
Decreased by -8.48%
Sep 30, 25
13 Geode Capital Management, LLC 4.66M (2.15%) 95.20K
Increased by +2.04%
Sep 30, 25
14 Wellington Management Company LLP 4.01M (1.84%) -334.41K
Decreased by -8.35%
Mar 31, 24
15 FMR Inc 3.76M (1.73%) 1.78M
Increased by +47.30%
Dec 31, 25
16 The Goldman Sachs Group Inc 3.73M (1.71%) 1.98M
Increased by +53.02%
Sep 30, 25
17 Arrowstreet Capital Limited Partnership 3.19M (1.47%) 243.55K
Increased by +7.63%
Dec 31, 25
18 Slate Path Capital LP 2.35M (1.08%) -1.10M
Decreased by -46.67%
Jun 30, 25
19 Citadel Advisors Llc 2.16M (0.99%) 1.98M
Increased by +91.90%
Sep 30, 23
20 UBS Group AG 2.12M (0.98%) 304.36K
Increased by +14.35%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.72M (3.09%) 19.14K
Increased by +0.28%
Jan 31, 26
2 Vanguard US Total Market Shares ETF 6.64M (3.06%) 5.13K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.02M (2.77%) 42.35K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 5.55M (2.55%) 34.18K
Increased by +0.62%
Jan 31, 26
5 Fidelity® Low-Priced Stock 5.05M (2.32%) 0.00
Increased by 0.00%
Sep 30, 23
6 Vanguard Mid Cap Index Institutional 4.63M (2.13%) -24.10K
Decreased by -0.52%
Jan 31, 26
7 Invesco QQQ Trust 4.54M (2.09%) -26.52K
Decreased by -0.58%
Feb 27, 26
8 American Funds Income Fund of Amer A 4.36M (2.01%) -208.21K
Decreased by -4.77%
Mar 31, 25
9 Vanguard Windsor™ II Inv 3.96M (1.82%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Windsor II Inv 3.85M (1.77%) -109.10K
Decreased by -2.84%
Dec 31, 25
11 JPM US Equity Income-Composite 3.77M (1.73%) -249.54K
Decreased by -6.63%
Jun 30, 25
12 AZ InvestEd Ivy Science & Tech E 3.51M (1.62%) 0.00
Increased by 0.00%
Mar 31, 25
13 Macquarie Science and Technology 3.35M (1.54%) -168.89K
Decreased by -5.05%
Jun 30, 25
14 Delaware Ivy Science and Technology C 3.26M (1.50%) 0.00
Increased by 0.00%
Oct 31, 24
15 Ivy Science/Technology Composite 3.26M (1.50%) -22.63K
Decreased by -0.69%
Sep 30, 24
16 Fidelity Global Technology A-Dis-EUR 3.13M (1.44%) 3.13M
Increased by +100.00%
Apr 30, 25
17 iShares Core S&P 500 ETF 2.78M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
18 Fidelity 500 Index 2.77M (1.27%) 12.83K
Increased by +0.46%
Jan 31, 26
19 JPMorgan Equity Income I 2.73M (1.26%) -1.03M
Decreased by -37.89%
Jul 31, 25
20 SPDR® S&P 500 ETF 2.62M (1.21%) -38.44K
Decreased by -1.46%
Mar 31, 25